+1.5%
HON vs WSM
+175.3%
-173.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | -3.5% | -0.5% | -2.9% | -3.4% |
| 30D | -13.8% | -7.7% | -6.0% | -12.5% |
| 3M | -11.7% | +3.8% | -15.4% | -12.3% |
| 6M | -18.7% | +22.7% | -41.4% | -21.7% |
| YTD | +0.2% | +28.0% | -27.8% | -4.2% |
| 1Y | -3.1% | +12.7% | -15.8% | -5.6% |
| 3Y | +17.0% | +231.3% | -214.3% | -10.0% |
| All | +1.5% | +175.3% | -173.8% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WSM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling